An "Action" within Automations refers to a specific operation or task that is executed automatically as part of a predefined Automation workflow. Actions are triggered based on certain Conditions, variables, or events, allowing you to streamline and automate routine tasks.
What automated actions are available?
What automated actions are available?
Automated actions in Optix include:
Creating a Task
Sending a Message to a User/Team
Sending an Email to a User/Team
Changing a User's Account type
Changing a User's Account status (Automations+ only)
Posting to the Community feed
Add invoice item (Automations+ only)
Add allowance (Automations+ only)
Add to group conversation
Change primary location
Send doc to sign
Update custom property
These Actions enable you to automate and simplify your workflow, ensuring that critical tasks are completed without manual intervention. You will be emailed when you reach your Action limit and are also able to see this at any time in your dashboard under your Optix subscription.
How does the "Change account type" action work with Team plans?
How does the "Change account type" action work with Team plans?
The Change account type action updates a user's account type automatically as part of a workflow.
When the trigger is New Plan and the plan is added to a Team account, an advanced option appears in the action settings:
Change only the team account - Only the Team account's type is updated.
Also change team members with access to plan - The Team account's type is updated, and the account type of any team members with access to that plan is also updated.
Note: This advanced option only appears in Automations that use the New Plan trigger. For all other triggers, the action changes only the enrolled account's type.
Example use case: You want every team member who gets access to your Full-Time Membership plan to automatically be updated to a "Member" account type — not just the Team account holder. Enable Also change team members with access to plan to apply the account type change to those members automatically.
Note: Some actions are only included in Automations+. Click here to learn more about the difference between Automations and Automations+.
Note: All Optix subscriptions include unlimited default Automations (that have not been customized).